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Hedge Funds Similar to PERRYMAN FINANCIAL ADVISORY /AD

13F Portfolio OverlapQ1 2026PERRYMAN FINANCIAL ADVISORY /AD portfolio →
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Most similar hedge funds by 13F overlap

PERRYMAN FINANCIAL ADVISORY INC /AD is an institutional investor managing $667M across 175 U.S. equity positions as of Q1 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to PERRYMAN FINANCIAL ADVISORY /AD are BERKSHIRE ASSET /PA, PARNASSUS INVESTMENTS,, Hobart Private ,, with shared positions in $WM, $DE, $BAC, $LMT, $EOG, $MAR. The full ranking of 25 similar funds is below.

#1BERKSHIRE ASSET MANAGEMENT LLC/PAPassive
Some overlap · 5 shared positions
$WM$DE$BAC$LMT$EOG
$2.3B
264 positions
#2PARNASSUS INVESTMENTS, LLCActive
Some overlap · 4 shared positions
$WM$DE$MAR$BAC
$34.1B
135 positions
#3Hobart Private Capital, LLCPassive
Some overlap · 5 shared positions
$FITB$MAR$WT$COP$HUM
$509M
132 positions
#4Aull & Monroe Investment Management CorpPassive
Some overlap · 5 shared positions
$DE$WM$BAC$COP$LMT
$215M
125 positions
#5tru Independence LLCPassive
Some overlap · 6 shared positions
$MAR$WT$BAC$FITB$LMT$HUM
$202M
102 positions
#6Powers Advisory Group, LLCActive
Some overlap · 7 shared positions
$LMT$WT$COP$WM$MS$DE
$284M
125 positions
#7BEACON INVESTMENT ADVISORS LLCPassive
Some overlap · 4 shared positions
$MAR$DE$BAC$LMT
$265M
171 positions
#8Marshall & Sterling Wealth Advisors Inc.Passive
Some overlap · 6 shared positions
$MAR$WT$COP$HUM$LMT$WM
$153M
344 positions
#9Center for Wealth Management AdvisoryActive
Some overlap · 5 shared positions
$FITB$LMT$COP$EOG$MS
$139M
62 positions
#10LEGACY FINANCIAL INDEPENDENT ADVISORS LLCPassive
Some overlap · 4 shared positions
$WM$MAR$LMT$ALPS
$192M
113 positions
#11EDGAR LOMAX CO/VAActive
Some overlap · 6 shared positions
$BAC$LMT$COP$SBUX$AMT$MS
$1.4B
56 positions
#12Argo Wealth Advisory, LLCActive
Some overlap · 5 shared positions
$MAR$LMT$WT$HUM$AMT
$170M
48 positions
#13FINANCIAL ADVISORY PARTNERS, LLCActive
Some overlap · 5 shared positions
$MAR$LMT$WT$HUM$MS
$354M
66 positions
#14Hudson Canyon Capital ManagementPassive
Some overlap · 5 shared positions
$DE$BAC$WM$COP$MS
$163M
52 positions
#15DIAMOND HILL CAPITAL MANAGEMENT INCActive
Some overlap · 4 shared positions
$WM$BAC$COP$DE
$16.0B
187 positions
#16Stack Financial Management, IncActive
Some overlap · 4 shared positions
$WM$LMT$COP$EOG
$1.4B
52 positions
#17Trinity Legacy Partners, LLCPassive
Some overlap · 3 shared positions
$WM$MAR$DE
$462M
106 positions
#18J. Team Financial, Inc.Passive
Some overlap · 5 shared positions
$WM$DE$COP$WT$LMT
$89M
84 positions
#19Goldstone Financial Group, LLCPassive
Some overlap · 6 shared positions
$FITB$WT$COP$MS$MAR$BAC
$922M
228 positions
#20Cascades Capital Asset Management, LLCPassive
Some overlap · 7 shared positions
$WT$BAC$HUM$MAR$LMT$MS
$239M
158 positions
#21Nikulski Financial, Inc.Passive
Some overlap · 5 shared positions
$DE$WT$WM$LMT$HUM
$405M
175 positions
#22WEATHERLY ASSET MANAGEMENT L. P.Active
Some overlap · 5 shared positions
$WM$COP$DE$LMT$SBUX
$1.2B
186 positions
#23MORTON COMMUNITY BANKPassive
Some overlap · 5 shared positions
$DE$LMT$COP$LNG$MS
$460M
115 positions
#24Hershey Financial Advisers, LLCPassive
Some overlap · 4 shared positions
$FITB$MAR$WT$COP
$116M
80 positions
#25VisionPoint Advisory Group, LLCPassive
Some overlap · 6 shared positions
$DE$LNG$ALPS$WT$FITB$COP
$531M
439 positions

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Similarity is derived from each fund’s latest 13F-HR filing with the SEC. Funds are ranked by the overlap of distinctive conviction holdings; near-universal mega-cap positions are excluded so the ranking reflects shared strategy, not common index exposure. Data is informational only and not investment advice.